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illuminem summarises for you the essential news of the day. Read the full piece on POLITICO or enjoy below:
🗞️ Driving the news: U.K. ministers have been warned that achieving the country’s AI ambitions could require burning more fossil fuels in the short term
• Minutes from the AI Energy Council reveal that on-site natural gas fuel cells were discussed as a possible interim solution to power new data centers while they await grid connections
• The proposal highlights a growing conflict between the government’s climate commitments and its drive to become a global AI hub
🔭 The context: The U.K. aims to triple AI computing capacity by 2035 while delivering a fully clean power system by 2030
• However, high electricity costs and long waits for grid access are delaying data center projects, despite government efforts to accelerate connections
• Countries globally face similar grid bottlenecks, prompting some to turn to gas-fired generation to meet AI-driven demand surges
🌍 Why it matters for the planet: Data centers are among the most energy-intensive infrastructures, and AI workloads can significantly increase their electricity use
• Resorting to fossil fuel generation, even temporarily, risks locking in higher emissions and undermining decarbonization goals
• The challenge lies in balancing near-term energy reliability with the urgent need to transition to renewable sources, avoiding stranded fossil fuel assets in the process
⏭️ What's next: The government has not ruled out temporary gas use but says it is prioritizing clean power solutions
• The AI Energy Council will reconvene in the fall to refine energy demand forecasts, grid constraint modelling, and siting strategies
• Key decisions in the next year will determine whether AI infrastructure growth aligns with the U.K.’s 2030 clean energy target or forces a policy trade-off between climate and competitiveness
💬 One quote: “Temporary on-site generation, including natural gas fuel cells, was raised as an interim measure to meet power needs during grid connection delays.” — June AI Energy Council meeting minutes.
📈 One stat: NESO projects that by 2030, data centers could account for up to 7% of the U.K.’s total electricity demand
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